Using Brands in tabx

Contents

• What is a Brand?
• Adding Brands to Tabx
• Editing a Brand
• Applying a Brand to a Project

What is a Brand?

In Tabx, a Brand is a preconfigured set or colours and images that can be applied to a Project to customise that Project to your clients branding. A Brand can also be used to set the default colour series for charts so that those colours don't have to be defined on a chart-by-chart basis.

Adding Brands to Tabx

To add a Brand to Tabx, you must be logged in as either the License Administrator, or as a License Editor.

• Browse to the Account (Projects for editors) page.
• Browse to the Brands tab.
• Click Create Brand.
• On the Create Brand page, fill in the fields:
  • Brand Name - This will be used to select the Brand from within a Project.
  • Page Background Colour - Choose a colour that will be in the background of the Interrogate, Dashboard and Analysis tools when viewing that project.
  • Page Sidebar Colour - Choose the colour of the Sidebar on the Interrogate, Dashboard and Analysis tools when viewing that project.
  • Image 1 and 2 - You can upload two images within a brand, no larger than 200 X 200 pixels in size. These are usually company or branding logos.
    • Use in Background? - This will display the uploaded image in the background of the Interrogate tool.
    • Use in Sidebar? - This will display the uploaded image at the top of the sidebar menu on the Interrogate, Dashboard and Analysis tools when viewing that project.
  • Default Colour Scheme - Choose the default sequence of colours that will be applied to any newly created charts. Note: This will not apply these colours to any charts that exist before this Brand is applied to the Project.
• Click Add Brand to save this Brand into your license.

Editing a Brand

To edit a Brand that exists in your License:

• Browse to the Account (Projects for editors) page.
• Browse to the Brands tab.
• Click the Edit Brand button for the Brand you wish to make changes in.
• On the Edit Brand page change any of the fields to their new values.
• Click Save Brand to save this Brand into your license.

Applying a Brand to a Project

Read the Changing the Project  Options section in Basic Project Management